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Insights

Recent Insights

Tax Beat Podcast thumbnail

Podcast

November 2, 2021

29:38

Speakers: Brooks E. Nelson, Sarah McGregor

Listen to our podcast to learn the pandemic’s impact on the IRS & what happens behind the scenes for tax returns & IRS’ technology changes.

Alert

October 11, 2021

Find out more on proposed tax changes to be incorporated in the Build Back Better Act and an impact they could have on the private investment funds & sponsors.

Article

July 13, 2021

Find out more about proposed changes to gift and estate laws and how it could result in more tax on high-net-worth individuals and families.

Tax Beat Podcast thumbnail

Podcast

June 17, 2021

41:35

Speakers: Brooks E. Nelson, Sarah McGregor, Michael G. Kirkman, Barry Weins

Listen to our podcast as we review Treasury’s Green Book and learn about proposed tax rate increases for corporations, individuals & capital gains.

Alert

February 17, 2021

Learn more about SBA Paycheck Protection Program (PPP) Loan Audit Process and PPP Loan Necessity Questionnaire for for-profit and nonprofit entities.

Technology Podcast thumbnail

Podcast

December 11, 2020

12:32

Speakers: Eric Pilcher, Sarah McGregor

Listen to our podcast Year-End Tax Planning for Technology Industry to learn the benefits of cash & accrual accounting methods, R&D credits monetization & more

Article

September 14, 2020

A properly designed exit plan will help the construction company owner implement strategies that will help them achieve their financial and business goals.

Article

May 22, 2020

Learn more on the highlights of SBA PPP Loan Forgiveness Application, along with considerable guidance recently released.

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Alert

May 11, 2020

The due dates for tax returns for C corporations with fiscal years ending other than June 30 have changed. The due dates are a month later than in the past.

Article

April 24, 2020

Learn more on the CARES Act NOL carryback changes providing immediate refunds for corporate taxpayers with taxable income during the carryback time period.